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Sun Life Financial’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

Sun Life Financial’s Portfolio XLU Stock Details XLU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-49,210
Closed -$1.29M – 631
2018
Q3 		$1.29M Sell
49,210
-15,396
-24% -$409K 0.23% 69
2018
Q2 		$1.68M Buy
64,606
+60,318
+1,407% +$1.52M 0.24% 58
2018
Q1 		$42.4K Sell
4,288
-112,900
-96% -$2.82M 0.38% 43
2017
Q4 		$3.09M Hold
117,188
– – 0.32% 25
2017
Q3 		$3.11M Sell
117,188
-59,442
-34% -$1.6M 0.31% 26
2017
Q2 		$4.59M Buy
176,630
+161,308
+1,053% +$4.24M 0.49% 20
2017
Q1 		$149K Buy
15,322
+774
+5% +$19.3K 0.33% 30
2016
Q4 		$150K Sell
14,548
-348,572
-96% -$8.32M 1.67% 15
2016
Q3 		$8.89M Buy
363,120
+13,000
+4% +$330K 1.11% 15
2016
Q2 		$9.19M Sell
350,120
-73,008
-17% -$1.8M 1.09% 15
2016
Q1 		$10.5K Sell
423,128
-1,488
-0.4% -$34.4K 0.02% 55
2015
Q4 		$9.19M Buy
424,616
+63,790
+18% +$1.38M 1.26% 16
2015
Q3 		$7.81M Hold
360,826
– – 1.67% 14
2015
Q2 		$7.48M Hold
360,826
– – 0.8% 18
2015
Q1 		$8.02M Buy
360,826
+30,270
+9% +$699K 0.83% 18
2014
Q4 		$7.8M Hold
330,556
– – 0.82% 17
2014
Q3 		$6.96M Sell
330,556
-13,754
-4% -$291K 0.73% 20
2014
Q2 		$7.62M Sell
344,310
-54,222
-14% -$1.15M 0.79% 20
2014
Q1 		$8.26M Sell
398,532
-114,698
-22% -$2.26M 0.83% 22
2013
Q4 		$9.74M Buy
513,230
+475,756
+1,270% +$9.1M 0.86% 25
2013
Q3 		$700K Buy
+37,474
New +$714K 0.06% 98

Other funds holding XLU

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
SGI
Swan Global Investments Durango, Colorado $3B AUM 15.66% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
N
Natixis Paris, France $28B AUM 26.79% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Sun Life Financial's XLU Position: Q4 2018 in Review

Sun Life Financial sold out of State Street Utilities Select Sector SPDR ETF (XLU) in Q4 2018, closing a stake of 49,210 shares — an estimated $1.29M sold.

Sun Life Financial first reported a position in XLU in Q3 2013 and held it in 21 quarters. The position peaked at $9.74M in Q4 2013. 700 funds tracked by Wall St. Rank hold XLU as of Q4 2018.

  • Sun Life Financial reported no remaining State Street Utilities Select Sector SPDR ETF position as of Q4 2018 after selling out during the quarter.
  • Sun Life Financial sold 49,210 State Street Utilities Select Sector SPDR ETF shares in Q4 2018, an estimated $1.29M.
  • Sun Life Financial first reported a position in State Street Utilities Select Sector SPDR ETF in Q3 2013 and held it in 21 quarters.
  • Sun Life Financial's State Street Utilities Select Sector SPDR ETF position peaked at $9.74M in Q4 2013.
  • 700 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q4 2018.

Based on Sun Life Financial's 13F filing for Q4 2018, filed 6 Feb 2019.